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Investment Styles

RSW short-term taxable municipal

Lower Level of Interest Rate Sensitivity

RSW intermediate duration taxable municipal

Moderate Level of Interest Rate Sensitivity

Both investment styles:

  • Employ an individualized portfolio of high quality taxable municipal bonds.

  • Seek to enhance the total rate of return through optimal issuer and maturity selection.

  • May employ tactical portfolio strategies including an investment in U.S. Treasury bonds.

RSW enhanced intermediate duration

Moderate Level of Interest Rate Sensitivity

  • Targets the same “core” investment discipline as RSW’s Low and Market Duration strategies plus:

  • Tactical (shorter term ) portfolio strategies that may include:

    • Active interest rate management

    • Ability to carry higher levels of cash positions.

    • Investments in U.S. Treasury Obligations.

    • ​

These strategy overlays should afford ample opportunities for RSW’s team to deliver enhanced returns, particularly during challenging market conditions.

RSW Low Duration

Lower Level of Interest Rate Sensitivity

RSW market Duration

Moderate Level of Interest Rate Sensitivity

Both investment styles:

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  • Share the same core investment discipline.

  • Employ an individualized portfolio of high quality tax-exempt municipal bonds.

  • Utilize pre-determined buy and sale policies.

  • Afford an opportunity to capture higher relative yields, while maintaining a prudent level of credit and interest rate risk.

  • Utilize securities and strategies that tend to lessen the degree of principal fluctuations during periods of rising interest rates.

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